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Valencia, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bright Future Financials Inc | Glendale | CA | 11/2009 | 05/2018 |
| Transamerica Financial Advisors, Inc | Encino | CA | 05/2014 | 10/2016 |
| Hd Vest Investment Services | Glendale | CA | 04/2017 | 02/2018 |
| Hd Vest Insurance Agency, Inc | Irving | TX | 04/2017 | 08/2018 |
| Hd Vest Advisory Services | Glendale | CA | 04/2017 | 02/2018 |
| 3Is Inc. | Northridge | CA | 10/2014 | 12/2021 |
| Avantax Investment Services, Inc. | Northridge | CA | 04/2019 | 04/2021 |
| Avantax Advisory Services | Northridge | CA | 04/2019 | 04/2021 |
| Avantax Insurance Agency, Llc | Northridge | CA | 04/2019 | 04/2021 |
| Ways Investment Advisors Llc | Glendale | CA | 03/2021 | Present |
| Bullseye Tax Relief | Northridge | CA | 07/2020 | Present |
1- InvestGo LLC. The mailing address is 2940 N Verdugo Rd, 214. Glendale, CA91208, President and CEO. A Real Estate Consulting and Prop technology company providing solutions to agents/ brokers, developers, and consumers and uses InvestGoMarket.com to list opportunities in residential, commercial, business for sale, and direct project investments with international real estate developers incStart date 2/1/2022 and spends 30-40 hours a week. 2- Ways Investment Adviors LLC. The mailing address is 23327 Cuestport, Valencia, CA 91354, President and CEO. Start Date 10/12/2020 A registered investment advisory firm. 5 hours of work per week 3-. Bullseye Tax Relief, Inc. ~Virtual Location, no business address. President and CEO. The company offers tax consultation services but is in the process of closing. Start date: 07/2020; ~1-2 hrs per month - and none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-03 |
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